Member Info for wookieemonster

Do normally ask if it’s ok to share but don’t see anything sensitive here, but hope Justin doesn’t mind me sharing this, felt this part of his reply to some questions I’ve had lately might be interesting to you guys on this topic.

“Regarding the industry, we have been saying for a while now that consolidation will continue and that, in the end, there will be a small number of credible electrolyser OEMs - ITM will be one of those. In addition, the shake-up in the industry reinforces the importance to potential customers of having confidence that their selected OEM will be around in the future (this number has and will continue to get shorter). This again puts ITM in a strong position. Capital markets sometimes look at the 'consolidation' from a different perspective, focusing on the negative reasons for the consolidation, rather than the positives of what the final outcome looks like”

I do pester them a bit, but they are very consistent with the ethos that they intend to create a best value product, make no grand promises until the facts and reality is clear, focus intently on creating the best product for clients and company and drive innovation in the industry, As Bohdi said, Dennis predicted this would happen, and we are seeing it. Keep the faith they seem to be telling us. They are doing the hard work.

Feels like a lifetime ago we had all the optimism and excitement from the site visit! None of the imminent news has come. Definitely need something to let us know things are ok.

From 90p+ to just holding 60s. Quite a drop. But aside from the Cummins situation has anything changed since the site visit? Are all those 50 Hydropulse discussions not going anywhere? Is Chronos nearly ready to be unveiled? Will we get news of a few of the FIDs we’ve been promised, does the company still feel as optimistic as it did?

Is 2026 still looking to be our year! Be nice to get a good sentiment improving update.

Definitely. Oh look there’s lots of resources just lying around that nobody else has thought about collecting worth millions and millions of dollars.. give us your money and we will pick it up and sell it and then we will return the money to shareholders..

I dunno. Yet to be convinced this will come good for previous or new investors.

Like I said if it does come back and shareholders get a fraction of what the shares should be. You’ll just know day one it’s a scam. If it ever happens of course.

So will very likely hit placing price unless we get a clear indicator this is going to get approval. That’s still not bad, and we should be many multiples of things are approved.

If anything this is a simple risk call again. 8p-12p potentially 20-50+p short term gain. And if elections and plans don’t go our way it’ll be back to 2-3p max.

Optimistically this second placing so close to previous might suggest that it’s the last chance to get some under 10p.

Time will tell. All very predictable but at least it’s keeping us entertained.

I do sometimes wish I was wrong when it comes to predicting dips but it’s just sooooo predictable. Like clockwork really.

It won’t matter much in the long run if things go to plan however.

Just this market has gotten so predictable it’s almost silly. No wonder the LSE is shorted so heavily! Easy money!!!

Yeah I’m in the this will be, and is an already a scam camp. I’m not getting much legitimate feelings from this going to benefit previous or new shareholders currently either, and yes I’ve watched video on x and read the briefs. Seen that stuff all before, meaningless hot air. This has a black cloud over it, and needs very, very good work and effort to counter that.

Happy to be proven wrong. But definitely not convinced so far.

( but be prepared for a drop to 8p )odds are strong that it will reach 8p if it doesn’t it’ll be a very good sign.

Well the retrace placing thing happened, just a day or so later than predicted.

However considering and comparing to other pumps and dumps this still feels different.

A bit strange not have included this raise with the other one weeks ago.. that one seemed to be in anticipation and was relatively small.

This one seems to be making the most of the recent rise and perhaps they know it might be the laser time to get shares at such a low price..

One thing is clear they will dilute this a lot along the way. So revise my upside predictions. 20- 50p still possible on green light. ( likely get suspension )

Could be a prudent move if there’s going to be a lot of business and work to be doing. There’s enough going on around this to not feel this placing is just a cash grab. And at 8p is a reasonable figure considering.

The next move up could well see 15p + all depending on election and mine news.

As Gpback said good consolidation day. There’s been a significant rise ( albiet that this share has been volitile for a long time on the ups and downs ).

Most of the time as mentioned this morning you would see a notable retrace. It’s a very encouraging sign we remained level. Building resistance is good.

By this entire share depends on very specific conditions. And only that will dictate the eventual direction. From 11p it’s either right back to a few pence or heading towards £1 and beyond.

People are taking positions, improving the start position, but the race hasn’t started yet.

We may also be seeing more sensible investors taking original positions out and leaving a free carry.

Either way, it’ll be an interesting week :)

This is where it all get interesting. Good amount of optimism, decent first wave rerate . Fair Bit of chat and hype.

Statistically. 8-9 out of 10 shares would see a strong drop and sell off from here. Traders and pumpers leave many on the spike. MMS tree shake and flush out rainbow chasers and trigger stop losses. Seen it hundreds of times.

This one feels a bit different though, as it hangs on a favourable government being announced along with anything that indicates the open pit mining would be authorised. The news that sinks or rockets this has not yet truly come, lots of hints though.

Feels loaded and primed. Quite fun to watch. Gla.

I’m all or nothing here. Invested for this to happen ( much lower odds then than now )

If this get approved and taking into account past dilution and reflecting that against historic prices then £1, £2, £3 even £10 if things really go well. All fair game imo. If it doesn’t happen it’ll plummet again.

Simple really. No point investing in super high risk if there’s not a super high chance of return.. we’ve seen a lot of favourable events recently, but if it happens we haven’t even begun yet.

Have been reflecting on the Cummins situation. And seems to me the recent developments there are of benefit to ITM.

“The decision is part of a broader, global restructuring of its Accelera by Cummins unit due to weak demand and ( this is the key part ) uncertainty surrounding government incentives”.

This seems to prove that with Trumps policy changes and the fact they can demand repayment of grants and funds from previous years as well as remove new ones. It’s not good for USA companies, especially ones with extra costs of overseas shipping and operations.

So for a smaller company like ITM this opens up a few opportunities. Firstly, they may be able to take agreed business and secondly it puts them further up the ladder of potential suppliers for new projects and those in negations in which Cummins was part of.

This seems to be a very USA oriented issue with the governments current standing a key issue.

It does not seems to reflect or negatively impact UK / EU or further still ( Australia, Asia etc )

And highlights the effectiveness of choosing the Hydropulse model.

Perhaps I’m mistaken, but other key players taking a back seat can only be a positive for ITM. As long as Uk / EU demand is still there and strong.

Hydropulse / Chronos hopefully with strengthen the investment case, but do hope we get some positive news soon on some of our many supposedly over due FIDs to back this theory up.

Iknownuffin that’s very true.

Significant change to the company would result in suspension, however that would come with the relevant regulatory confirmation. And we would see still see large swings before hand on leaks, news that is negative / favourable.

But yes. Suspension a very real possibility if things really go GCMs way.

There are enough strong indicators now that the chances are better than they’ve ever been.. GCM needed a party that was focused on using domestic supplies and wanting to upgrade power and infrastructure as a priority.

As a local resource, it seems very likely that the mine would be considered to be opened now. Especially when you are paying more to import coal.. It’s also actually more environmentally friendly to use domestic coal than to have it transported and shipped great distances…

Rockets and trampolines!

I never post 🚀🚀🚀 but today I do.

Stateside has to deal with Trump and his policy volatility. in a way he’s removing competitors overseas..

The gas discoveries are old news, aminex been here for a long time. Just can’t see a buyout happening but if there is.. better be many many multiples. 10-15p absolute minimum as of today I would say.

Just to addX It’s just look in at historic prices and now taking into consideration dilution. If things go well here 20p is a far cry from what this should be worth.. I’m aware £10 is a crazy amount from here ( but hypothetically possible )

And obviously increased value will come incrementally with every logical progression.

Still see this is as high risk, but getting less by the day currently. Could get exciting but you just never know, never assume somethings a certain. Looking forward to seeing how this plays out in any case.

Gla.

Ughhhh. Copl.. that was a proper stitch up